A detailed history of Gradient Capital Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 85,372 shares of AAPL stock, worth $19.3 Million. This represents 6.48% of its overall portfolio holdings.

Number of Shares
85,372
Previous 88,721 3.77%
Holding current value
$19.3 Million
Previous $15.2 Million 18.19%
% of portfolio
6.48%
Previous 5.63%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$165.0 - $216.67 $552,585 - $725,627
-3,349 Reduced 3.77%
85,372 $18 Million
Q1 2024

Apr 17, 2024

SELL
$169.0 - $195.18 $988,481 - $1.14 Million
-5,849 Reduced 6.18%
88,721 $15.2 Million
Q4 2023

Jan 31, 2024

SELL
$166.89 - $198.11 $670,564 - $796,005
-4,018 Reduced 4.08%
94,570 $18.2 Million
Q3 2023

Oct 24, 2023

SELL
$170.43 - $196.45 $629,397 - $725,489
-3,693 Reduced 3.61%
98,588 $16.9 Million
Q2 2023

Jul 18, 2023

SELL
$160.1 - $193.97 $175,309 - $212,397
-1,095 Reduced 1.06%
102,281 $19.8 Million
Q1 2023

Apr 17, 2023

SELL
$125.02 - $164.9 $163,526 - $215,689
-1,308 Reduced 1.25%
103,376 $17 Million
Q4 2022

Feb 03, 2023

SELL
$126.04 - $155.74 $195,362 - $241,397
-1,550 Reduced 1.46%
104,684 $13.6 Million
Q3 2022

Nov 04, 2022

BUY
$138.2 - $174.55 $599,511 - $757,197
4,338 Added 4.26%
106,234 $14.7 Million
Q2 2022

Jul 18, 2022

BUY
$130.06 - $178.44 $33,295 - $45,680
256 Added 0.25%
101,896 $13.9 Million
Q1 2022

Apr 29, 2022

SELL
$150.62 - $182.01 $47,595 - $57,515
-316 Reduced 0.31%
101,640 $17.7 Million
Q4 2021

Jan 31, 2022

BUY
$139.14 - $180.33 $14,887 - $19,295
107 Added 0.11%
101,956 $18.1 Million
Q3 2021

Nov 02, 2021

BUY
$137.27 - $156.69 $322,859 - $368,534
2,352 Added 2.36%
101,849 $14.4 Million
Q2 2021

Aug 02, 2021

BUY
$122.77 - $136.96 $108,528 - $121,072
884 Added 0.9%
99,497 $13.6 Million
Q1 2021

Apr 21, 2021

BUY
$116.36 - $143.16 $38,747 - $47,672
333 Added 0.34%
98,613 $12 Million
Q4 2020

Jan 20, 2021

SELL
$108.77 - $136.69 $688,840 - $865,657
-6,333 Reduced 6.05%
98,280 $13 Million
Q3 2020

Oct 21, 2020

BUY
$91.03 - $134.18 $7.23 Million - $10.7 Million
79,448 Added 315.71%
104,613 $12.1 Million
Q2 2020

Jul 28, 2020

BUY
$60.23 - $91.63 $2,288 - $3,481
38 Added 0.15%
25,165 $9.18 Million
Q1 2020

Apr 22, 2020

SELL
$56.09 - $81.8 $12,956 - $18,895
-231 Reduced 0.91%
25,127 $6.39 Million
Q4 2019

Jan 16, 2020

BUY
$54.74 - $73.41 $78,880 - $105,783
1,441 Added 6.03%
25,358 $7.45 Million
Q3 2019

Oct 22, 2019

SELL
$48.33 - $55.99 $113,188 - $131,128
-2,342 Reduced 8.92%
23,917 $5.36 Million
Q2 2019

Jul 16, 2019

BUY
$43.33 - $52.94 $28,987 - $35,416
669 Added 2.61%
26,259 $5.2 Million
Q1 2019

Apr 16, 2019

BUY
$35.55 - $48.77 $10,736 - $14,728
302 Added 1.19%
25,590 $4.86 Million
Q4 2018

Jan 30, 2019

BUY
$36.71 - $58.02 $2,532 - $4,003
69 Added 0.27%
25,288 $3.99 Million
Q3 2018

Nov 06, 2018

BUY
$45.98 - $57.09 $17,840 - $22,150
388 Added 1.56%
25,219 $5.69 Million
Q2 2018

Jul 26, 2018

BUY
$40.58 - $48.49 $50,278 - $60,079
1,239 Added 5.25%
24,831 $4.6 Million
Q1 2018

Apr 20, 2018

BUY
$38.79 - $45.43 $13,304 - $15,582
343 Added 1.48%
23,592 $3.96 Million
Q4 2017

Feb 12, 2018

BUY
$38.37 - $44.1 $892,064 - $1.03 Million
23,249
23,249 $3.94 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.64T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.